The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Opinion
Mullen: Bear Stearns was a sales firm, not a trading shop
“And Bear Stearns wasn't a trading firm, despite the image of it. It was a sales firm.”
Don Mullen Jun 29, 2023 ▶ 12:12 Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
Assertion Not checkable as stated
Assaf: ICG left JPMorgan post-Bear merger over funds placement conflicts
“JPMorgan wanted us to stay. They were great too. But we figured out that because they have this massive funds placement business, that business had conflicts with ICG. And when we figured it out, I went to the compliance people and I called our lawyers and sai…”
Jeff Assaf Jul 29, 2024 ▶ 14:10 Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
Assertion Partly supported
US Search burned $70 million in nine months after its IPO
“Lehman Brothers and Bear Stearns took them public. They raised about seventy million dollars and they burned through it in about nine months.”
Rick Heitzman Nov 13, 2023 ▶ 13:45 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
Assertion Supported
Mullen: David Solomon was hired from his team before recruiting him to Goldman
“That person they'd hired away from me was David Solomon, and so David Solomon was recruiting me.”
Don Mullen Jun 29, 2023 ▶ 9:06 Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
Disclosure
Higgins: Bear Stearns CEO Jimmy Cayne provided King Street's first $1M
“We got a million dollars from Jimmy Cain, who was the CEO of Bear Stearns, a friend and mentor, and was amazing because he gave us the first million. He acted as a reference for us.”
Brian Higgins Nov 24, 2021 ▶ 15:37 Brian Higgins - King Street Capital (Manager Meeting, EP. 21)
Assertion Not checkable as stated
Dunn: Jamie Dimon Called Him in 2008 Seeking Seed Money Back
“You know, I had in 2008, we were down 13% in our larger portfolios and I still had Jamie Dimon calling me at home wanting his Lehman, his Bear Stearns, one 30 30 seed fund money back.”
Jim Dunn Sep 4, 2017 ▶ 12:42 Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
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